Nest Wealth

Leading independently owned & operated digital wealth solution provider. We are committed to delivering best-in-class investing experiences.

[Nest Wealth @NestWealth]

We are excited to share that Nest Wealth has been acquired by @objectway_fs, a leading fintech company headquartered in Italy, with over 200 clients in 16 countries. This transaction will position us as a leader in fintech, not just in Canada but globally. https://t.co/f4EppZZPne

[Nest Wealth @NestWealth]

Nest Wealth Pro for Salesforce can revolutionize your wealth management processes by accelerating end-investor onboarding, minimizing NIGOs, streamlining account opening, and enhancing compliance. https://t.co/HMoJDSbWfu #WealthManagement #Salesforce #Fintech #nestXperience

[Nest Wealth @NestWealth]

We're just days away from the @FutureProofAC Retreat—an exclusive gathering tailored for decision-makers in the Wealth Management industry. We look forward to building and nurturing valuable connections, and charting the course for the future of wealth management with you there!

[Nest Wealth @NestWealth]

Are you at the @FintechMeetup? Our Founder & CEO, Randy Cass, is on-site and available for exclusive one-on-one discussions with fellow #fintech leaders like you. Don't miss this opportunity to connect with an industry expert. #FintechMeetup https://t.co/5j0bY7as38

[Nest Wealth @NestWealth]

Exciting news! We are headed to Las Vegas for the highly anticipated @FintechMeetup to navigate through the bustling landscape of #fintech, forge new relationships and reconnect with familiar faces. Will we have the pleasure of connecting with you there? https://t.co/vG4SDGpDzn

[Nest Wealth @NestWealth]

Proud sponsor of the upcoming @FutureProofAC Retreat this March in Colorado! Looking forward to being a part of this gathering of top-tier wealth management decision-makers and fast-growing financial advisors. Will we get to connect with you there? https://t.co/b9ZffziR6U

[Nest Wealth @NestWealth]

Nest Wealth was thrilled to be part of @t3techhub’s 20th anniversary celebration last week. A milestone event that brings together leaders in the financial technology and wealth management industries. https://t.co/gSTgZwrF2Y #T32024 #nestXperience #WealthManagement #Fintech

[Nest Wealth @NestWealth]

It's the final day at #T32024 let's make the most of it! Looking forward to making new connections at our booth (321). Join us at 1:45 pm for "From Mistakes to Mastery: How to Avoid Pitfalls Across the Full Spectrum of Client Onboarding & Digital Transformation." #nestXperience

[Nest Wealth @NestWealth]

2024 marks our 10th anniversary! We've enjoyed 10 years of growth and innovation, serving the needs of our valued clients. To celebrate, we’re focused on providing even more enhancements & improvements to elevate the #nestXperience. https://t.co/Of1qLI0zUx #fintech #T32024

[Nest Wealth @NestWealth]

Attending the @t3techhub conference in Las Vegas? Stop by the Nest Wealth kiosk today or visit our booth (321) this evening during the opening reception! Our team looks forward to connecting with you there. #T32024 #Fintech

[Nest Wealth @NestWealth]

The @t3techhub Conference starts on Monday! If you're attending, don't miss our live sessions on Wednesday, January 24, and Thursday, January 25, and stop by our booth #321 to say hi! We look forward to seeing you there. https://t.co/4811VR5JNB #T32024

[Nest Wealth @NestWealth]

New Year. New Nest Wealth. Next Week. #nestXperience

[Nest Wealth @NestWealth]

Join us at the @t3techhub Conference Jan 22-25 at the Cosmopolitan in Vegas! Don't miss your chance to explore the tech landscape, engage with software creators, and stay ahead of the curve. Use code T3NESTWEALTH200 to save $200 on registration: https://t.co/2QsCyncBPV #T32024

[Nest Wealth @NestWealth]

Are you a Canadian Financial Advisor frustrated with the value provided by your dealer? Want to make more from the same book? It might be time to choose independence. Focus on relationship-building without the compliance/admin burden & offer clients more. https://t.co/9z0vFtjtEf

[Nest Wealth @NestWealth]

Ready to transform Decumulation Planning from a crisis into an opportunity? 📈 Join us on November 22 to learn how to increase your understanding of your clients priorities and refine your retirement planning approach. Register Now: https://t.co/fAzd0ixOno #RetirementPlanning

[Nest Wealth @NestWealth]

Join us November 22 for a deep dive into Decumulation Planning – a game-changer for financial advisors. Learn to tailor strategies to your client's goals, address longevity, and conquer FOMO in financial planning. https://t.co/fAzd0ixOno #DecumulationPlanning #FinancialAdvisors

[Nest Wealth @NestWealth]

Are your clients entering retirement? Join us on October 25 to learn how The Essential Decumulation Toolkit – a free advisor resource – can help you guide your clients through this critical phase with a fresh approach to retirement income planning. https://t.co/8Kw0d6wkHX

[Nest Wealth @NestWealth]

RazorPlan with Decumulation will help you ensure your clients get the most value out of retirement income planning by identifying the potential to create more net worth or estate, allowing you to better help clients achieve their financial goals: https://t.co/GxUQiJ8vqf

[Nest Wealth @NestWealth]

Improve client satisfaction with Nest Wealth Pro by collaborating on account opening & funding forms in real-time and by monitoring client actions to proactively prepare for and service their next request. Learn more & see how it works: https://t.co/S7tqIrjDTd

[Nest Wealth @NestWealth]

Effectively service more clients with Nest Wealth Pro by reducing account opening times & errors, implementing automated workflows that mimic your current operations, and minimizing regulatory risk with built-in compliance roles. Book a demo now: https://t.co/S7tqIrjDTd #fintech